MA

Mutual Advisors Portfolio holdings

AUM $4.54B
1-Year Est. Return 15.69%
This Quarter Est. Return
1 Year Est. Return
+15.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.45B
AUM Growth
+$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,145
New
Increased
Reduced
Closed

Top Buys

1
+$39.1M
2
+$11.4M
3
+$7.12M
4
IBHG icon
iShares iBonds 2027 Term High Yield and Income ETF
IBHG
+$5.73M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$5.02M

Top Sells

1
+$53.4M
2
+$30.4M
3
+$29.7M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$16.3M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$14.8M

Sector Composition

1 Technology 11.77%
2 Financials 7.08%
3 Consumer Discretionary 3.93%
4 Healthcare 3.76%
5 Communication Services 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$363K 0.01%
3,166
+915
827
$362K 0.01%
2,870
-39
828
$362K 0.01%
5,123
-391
829
$360K 0.01%
3,935
-605
830
$360K 0.01%
2,412
+239
831
$359K 0.01%
+17,589
832
$358K 0.01%
3,955
+42
833
$357K 0.01%
1,217
-50
834
$357K 0.01%
6,047
-4,859
835
$355K 0.01%
4,176
+453
836
$355K 0.01%
4,520
837
$354K 0.01%
2,588
-1,216
838
$352K 0.01%
17,802
+479
839
$348K 0.01%
2,247
+312
840
$348K 0.01%
6,936
841
$347K 0.01%
4,127
+438
842
$347K 0.01%
1,946
+152
843
$347K 0.01%
167,530
844
$346K 0.01%
13,828
+1,461
845
$343K 0.01%
8,403
-2,444
846
$342K 0.01%
8,351
+2,295
847
$342K 0.01%
4,297
+323
848
$341K 0.01%
31,912
+16,099
849
$340K 0.01%
4,490
-580
850
$339K 0.01%
1,168
-109
32 33
34
35 36